Center for Financial Planning, Inc. Diversified Active

CIK: 0001803557 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 29, 2021

Total Value ($000): $406,273 (100.0% shares, 0.0% debt)

Holdings (508)

VOO VANGUARD INDEX FDS 21.5%
Value ($000) $87,250 Shares 221,717 Est. Cost $305.27 Unrealized
IEFA ISHARES TR 14.5%
Value ($000) $58,725 Shares 784,460 Est. Cost $65.24 Unrealized
QUAL ISHARES TR 12.1%
Value ($000) $49,092 Shares 369,475 Est. Cost $100.71 Unrealized
VBR VANGUARD INDEX FDS 9.6%
Value ($000) $38,999 Shares 224,569 Est. Cost $137.07 Unrealized
VB VANGUARD INDEX FDS 5.6%
Value ($000) $22,842 Shares 101,392 Est. Cost $153.68 Unrealized
MSFT MICROSOFT CORP 2.1%
Value ($000) $8,412 Shares 31,052 Est. Cost $146.29 Unrealized +67.3%
BRK/A BERKSHIRE HATHAWAY INC DEL 2.0%
Value ($000) $7,953 Shares 19 Est. Cost $325723.70 Unrealized +29.0%
VXUS VANGUARD STAR FDS 1.8%
Value ($000) $7,336 Shares 111,694 Est. Cost $44.00 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.1%
Value ($000) $4,289 Shares 78,971 Est. Cost $42.63 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.1%
Value ($000) $4,277 Shares 15,388 Est. Cost $208.26 Unrealized +34.2%
AAPL APPLE INC 0.9%
Value ($000) $3,843 Shares 28,060 Est. Cost $97.64 Unrealized +29.5%
AMZN AMAZON COM INC 0.8%
Value ($000) $3,196 Shares 929 Est. Cost $97.21 Unrealized +71.0%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $2,645 Shares 17,004 Est. Cost $106.92 Unrealized +30.7%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $2,625 Shares 19,454 Est. Cost $105.78 Unrealized +14.1%
GOOG ALPHABET INC 0.6%
Value ($000) $2,592 Shares 1,034 Est. Cost $64.05 Unrealized +84.7%
VUG VANGUARD INDEX FDS 0.6%
Value ($000) $2,461 Shares 8,581 Est. Cost $191.57 Unrealized
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $2,441 Shares 33,313 Est. Cost $61.98 Unrealized +7.3%
RJF RAYMOND JAMES FINL INC 0.5%
Value ($000) $2,144 Shares 16,504 Est. Cost $52.47 Unrealized +55.1%
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $2,037 Shares 4,038 Est. Cost $298.40 Unrealized +56.2%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,996 Shares 12,114 Est. Cost $114.43 Unrealized +26.6%
AGG ISHARES TR 0.5%
Value ($000) $1,889 Shares 16,382 Est. Cost $113.13 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $1,861 Shares 4,347 Est. Cost $346.87 Unrealized
MMM 3M CO 0.4%
Value ($000) $1,756 Shares 8,842 Est. Cost $112.17 Unrealized +25.2%
ABT ABBOTT LABS 0.4%
Value ($000) $1,734 Shares 14,959 Est. Cost $77.53 Unrealized +38.4%
CACC CREDIT ACCEP CORP MICH 0.4%
Value ($000) $1,667 Shares 3,670 Est. Cost $440.56 Unrealized -6.9%
CRM SALESFORCE COM INC 0.4%
Value ($000) $1,656 Shares 6,778 Est. Cost $156.85 Unrealized +45.2%
VGT VANGUARD WORLD FDS 0.4%
Value ($000) $1,642 Shares 4,118 Est. Cost $244.22 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1,590 Shares 15,183 Est. Cost $89.27 Unrealized -2.4%
PEP PEPSICO INC 0.4%
Value ($000) $1,568 Shares 10,581 Est. Cost $112.77 Unrealized +11.9%
VTV VANGUARD INDEX FDS 0.4%
Value ($000) $1,554 Shares 11,305 Est. Cost $112.44 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.4%
Value ($000) $1,547 Shares 30,019 Est. Cost $47.48 Unrealized
VTI VANGUARD INDEX FDS 0.4%
Value ($000) $1,541 Shares 6,915 Est. Cost $166.19 Unrealized
IJH ISHARES TR 0.4%
Value ($000) $1,491 Shares 5,547 Est. Cost $194.46 Unrealized
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $1,443 Shares 8,732 Est. Cost $110.13 Unrealized +34.3%
IJR ISHARES TR 0.3%
Value ($000) $1,418 Shares 12,552 Est. Cost $79.33 Unrealized
SYK STRYKER CORPORATION 0.3%
Value ($000) $1,373 Shares 5,287 Est. Cost $194.56 Unrealized +25.2%
ABBV ABBVIE INC 0.3%
Value ($000) $1,299 Shares 11,533 Est. Cost $66.06 Unrealized +43.5%
AMT AMERICAN TOWER CORP NEW 0.3%
Value ($000) $1,292 Shares 4,783 Est. Cost $184.18 Unrealized +20.1%
KO COCA COLA CO 0.3%
Value ($000) $1,278 Shares 23,618 Est. Cost $44.53 Unrealized +6.2%
PRF INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,205 Shares 7,516 Est. Cost $151.74 Unrealized
F FORD MTR CO DEL 0.3%
Value ($000) $1,186 Shares 79,791 Est. Cost $6.66 Unrealized +51.5%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,184 Shares 14,560 Est. Cost $59.11 Unrealized +24.2%
UNP UNION PAC CORP 0.3%
Value ($000) $1,145 Shares 5,208 Est. Cost $152.89 Unrealized +31.1%
VV VANGUARD INDEX FDS 0.3%
Value ($000) $1,142 Shares 5,687 Est. Cost $148.60 Unrealized
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $1,124 Shares 5,028 Est. Cost $146.31 Unrealized +40.1%
MRK MERCK & CO INC 0.3%
Value ($000) $1,096 Shares 14,090 Est. Cost $67.27 Unrealized -4.7%
EFAV ISHARES TR 0.3%
Value ($000) $1,046 Shares 13,851 Est. Cost $68.71 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $1,001 Shares 5,698 Est. Cost $150.52 Unrealized +16.7%
IWN ISHARES TR 0.2%
Value ($000) $972 Shares 5,863 Est. Cost $92.11 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $939 Shares 16,760 Est. Cost $42.73 Unrealized +1.6%
CERNER CORP 0.2%
Value ($000) $938 Shares 12,000 Est. Cost $73.36 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $937 Shares 4,087 Est. Cost $164.44 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $922 Shares 3,992 Est. Cost $172.54 Unrealized +21.3%
MSI MOTOROLA SOLUTIONS INC 0.2%
Value ($000) $893 Shares 4,120 Est. Cost $153.63 Unrealized +22.9%
MCK MCKESSON CORP 0.2%
Value ($000) $871 Shares 4,555 Est. Cost $135.52 Unrealized +38.8%
DHR DANAHER CORPORATION 0.2%
Value ($000) $846 Shares 3,151 Est. Cost $126.30 Unrealized +71.9%
IWR ISHARES TR 0.2%
Value ($000) $817 Shares 10,313 Est. Cost $57.16 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $815 Shares 2,556 Est. Cost $196.30 Unrealized +44.6%
OMC OMNICOM GROUP INC 0.2%
Value ($000) $808 Shares 10,102 Est. Cost $62.52 Unrealized +10.3%
EMR EMERSON ELEC CO 0.2%
Value ($000) $801 Shares 8,319 Est. Cost $62.82 Unrealized +36.1%
TSLA TESLA INC 0.2%
Value ($000) $792 Shares 1,165 Est. Cost $106.74 Unrealized +103.4%
GIS GENERAL MLS INC 0.2%
Value ($000) $773 Shares 12,690 Est. Cost $42.80 Unrealized +23.6%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $770 Shares 12,204 Est. Cost $51.86 Unrealized -3.5%
CSCO CISCO SYS INC 0.2%
Value ($000) $770 Shares 14,520 Est. Cost $38.51 Unrealized +19.0%
VSS VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $767 Shares 5,619 Est. Cost $91.97 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $714 Shares 3,434 Est. Cost $106.11 Unrealized +54.7%
VO VANGUARD INDEX FDS 0.2%
Value ($000) $682 Shares 2,874 Est. Cost $132.14 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.2%
Value ($000) $661 Shares 4,110 Est. Cost $131.26 Unrealized +18.7%
PFE PFIZER INC 0.2%
Value ($000) $656 Shares 16,760 Est. Cost $26.90 Unrealized +15.2%
SWK STANLEY BLACK & DECKER INC 0.2%
Value ($000) $640 Shares 3,123 Est. Cost $128.41 Unrealized +37.6%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $639 Shares 1,558 Est. Cost $246.86 Unrealized +49.8%
IJS ISHARES TR 0.2%
Value ($000) $636 Shares 6,032 Est. Cost $90.66 Unrealized
T AT&T INC 0.1%
Value ($000) $602 Shares 20,911 Est. Cost $18.56 Unrealized -8.5%
DTE DTE ENERGY CO 0.1%
Value ($000) $580 Shares 4,476 Est. Cost $87.55 Unrealized +14.4%
DFUS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $574 Shares 12,183 Est. Cost $47.11 Unrealized
DAN DANA INC 0.1%
Value ($000) $570 Shares 24,000 Est. Cost $14.55 Unrealized +57.8%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $528 Shares 1,822 Est. Cost $154.73 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $518 Shares 1,663 Est. Cost $166.41 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $515 Shares 3,477 Est. Cost $86.93 Unrealized +54.0%
GOOGL ALPHABET INC 0.1%
Value ($000) $493 Shares 202 Est. Cost $71.39 Unrealized +62.4%
VDE VANGUARD WORLD FDS 0.1%
Value ($000) $468 Shares 6,170 Est. Cost $40.32 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $466 Shares 1,620 Est. Cost $203.76 Unrealized +28.0%
DOV DOVER CORP 0.1%
Value ($000) $463 Shares 3,076 Est. Cost $98.38 Unrealized +41.4%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $436 Shares 7,643 Est. Cost $39.55 Unrealized +24.1%
EFV ISHARES TR 0.1%
Value ($000) $421 Shares 8,132 Est. Cost $35.67 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $410 Shares 5,198 Est. Cost $69.98 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $406 Shares 7,118 Est. Cost $44.13 Unrealized +8.1%
NFLX NETFLIX INC 0.1%
Value ($000) $400 Shares 758 Est. Cost $32.65 Unrealized +56.6%
IVV ISHARES TR 0.1%
Value ($000) $385 Shares 896 Est. Cost $323.56 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $382 Shares 953 Est. Cost $251.91 Unrealized +46.5%
AMGN AMGEN INC 0.1%
Value ($000) $380 Shares 1,558 Est. Cost $188.78 Unrealized +12.6%
MDT MEDTRONIC PLC 0.1%
Value ($000) $356 Shares 2,867 Est. Cost $94.23 Unrealized +16.2%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $352 Shares 2,402 Est. Cost $99.75 Unrealized +13.7%
BA BOEING CO 0.1%
Value ($000) $352 Shares 1,467 Est. Cost $351.04 Unrealized -31.1%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $343 Shares 24,033 Est. Cost $10.99 Unrealized +12.7%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $338 Shares 1,182 Est. Cost $166.41 Unrealized +49.7%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $336 Shares 1,632 Est. Cost $106.17 Unrealized +73.6%
AVGO BROADCOM INC 0.1%
Value ($000) $331 Shares 695 Est. Cost $25.02 Unrealized +68.0%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $325 Shares 4,867 Est. Cost $45.34 Unrealized +18.8%
RBLX ROBLOX CORP 0.1%
Value ($000) $325 Shares 3,609 Est. Cost $80.30 Unrealized 0.0%
IHS MARKIT LTD 0.1%
Value ($000) $323 Shares 2,871 Est. Cost $82.88 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $321 Shares 1,741 Est. Cost $80.88 Unrealized +107.7%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $320 Shares 3,260 Est. Cost $59.46 Unrealized +48.8%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $318 Shares 1,000 Est. Cost $165.88 Unrealized +70.5%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $296 Shares 630 Est. Cost $429.90 Unrealized 0.0%
V VISA INC 0.1%
Value ($000) $293 Shares 1,255 Est. Cost $178.13 Unrealized +24.1%
WMT WALMART INC 0.1%
Value ($000) $292 Shares 2,072 Est. Cost $36.93 Unrealized +18.6%
IYR ISHARES TR 0.1%
Value ($000) $288 Shares 2,825 Est. Cost $93.20 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $274 Shares 1,725 Est. Cost $140.35 Unrealized +10.6%
IQV IQVIA HLDGS INC 0.1%
Value ($000) $258 Shares 1,063 Est. Cost $135.72 Unrealized +70.1%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $256 Shares 3,002 Est. Cost $54.55 Unrealized +38.8%
HSIC HENRY SCHEIN INC 0.1%
Value ($000) $253 Shares 3,406 Est. Cost $66.14 Unrealized +13.9%
PIONEER NAT RES CO 0.1%
Value ($000) $244 Shares 1,500 Est. Cost $154.28 Unrealized
ES EVERSOURCE ENERGY 0.1%
Value ($000) $244 Shares 3,047 Est. Cost $66.48 Unrealized +5.7%
EQIX EQUINIX INC 0.1%
Value ($000) $241 Shares 300 Est. Cost $610.76 Unrealized +11.2%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $239 Shares 900 Est. Cost $165.56 Unrealized +51.2%
CME CME GROUP INC 0.1%
Value ($000) $233 Shares 1,096 Est. Cost $159.61 Unrealized +10.0%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $233 Shares 657 Est. Cost $212.61 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $232 Shares 1,500 Est. Cost $115.14 Unrealized +26.0%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $220 Shares 2,125 Est. Cost $83.54 Unrealized +12.8%
AON AON PLC 0.1%
Value ($000) $204 Shares 853 Est. Cost $178.56 Unrealized +32.3%
BBY BEST BUY INC 0.1%
Value ($000) $204 Shares 1,772 Est. Cost $69.26 Unrealized +37.1%
SO SOUTHERN CO 0.0%
Value ($000) $203 Shares 3,360 Est. Cost $49.57 Unrealized +8.5%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $201 Shares 4,134 Est. Cost $19.05 Unrealized +115.4%
TJX TJX COS INC NEW 0.0%
Value ($000) $199 Shares 2,954 Est. Cost $49.49 Unrealized +28.6%
IWF ISHARES TR 0.0%
Value ($000) $198 Shares 731 Est. Cost $167.77 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $198 Shares 1,667 Est. Cost $85.15 Unrealized +27.2%
IYW ISHARES TR 0.0%
Value ($000) $193 Shares 1,944 Est. Cost $121.78 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $192 Shares 508 Est. Cost $325.54 Unrealized +4.0%
SDY SPDR SER TR 0.0%
Value ($000) $191 Shares 1,565 Est. Cost $105.47 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $191 Shares 994 Est. Cost $103.41 Unrealized +58.8%
PSA PUBLIC STORAGE 0.0%
Value ($000) $191 Shares 636 Est. Cost $169.71 Unrealized +34.6%
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $191 Shares 1,022 Est. Cost $175.91 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $189 Shares 3,126 Est. Cost $45.89 Unrealized +13.9%
ALL ALLSTATE CORP 0.0%
Value ($000) $187 Shares 1,431 Est. Cost $86.39 Unrealized +33.5%
PPG PPG INDS INC 0.0%
Value ($000) $186 Shares 1,098 Est. Cost $112.51 Unrealized +39.0%
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $179 Shares 3,351 Est. Cost $53.84 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $172 Shares 2,749 Est. Cost $45.89 Unrealized +19.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $171 Shares 1,732 Est. Cost $71.81 Unrealized +16.8%
META FACEBOOK INC 0.0%
Value ($000) $167 Shares 480 Est. Cost $237.00 Unrealized +34.4%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $153 Shares 1,465 Est. Cost $94.89 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $143 Shares 2,137 Est. Cost $59.57 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $143 Shares 1,445 Est. Cost $61.26 Unrealized +24.7%
IDXX IDEXX LABS INC 0.0%
Value ($000) $140 Shares 221 Est. Cost $262.69 Unrealized +110.2%
ENR ENERGIZER HLDGS INC NEW 0.0%
Value ($000) $139 Shares 3,228 Est. Cost $36.52 Unrealized +5.9%
HPQ HP INC 0.0%
Value ($000) $136 Shares 4,497 Est. Cost $25.35 Unrealized +7.2%
ELV ANTHEM INC 0.0%
Value ($000) $133 Shares 349 Est. Cost $252.75 Unrealized +41.9%
EGP EASTGROUP PPTYS INC 0.0%
Value ($000) $132 Shares 800 Est. Cost $132.50 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $131 Shares 598 Est. Cost $142.86 Unrealized +34.5%
TGT TARGET CORP 0.0%
Value ($000) $129 Shares 532 Est. Cost $107.19 Unrealized +78.7%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $127 Shares 2,603 Est. Cost $17.13 Unrealized +145.0%
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $124 Shares 880 Est. Cost $119.65 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $123 Shares 1,692 Est. Cost $65.26 Unrealized
USPH U S PHYSICAL THERAPY 0.0%
Value ($000) $116 Shares 1,001 Est. Cost $124.36 Unrealized -7.6%
MO ALTRIA GROUP INC 0.0%
Value ($000) $115 Shares 2,416 Est. Cost $28.79 Unrealized +18.0%
HEI HEICO CORP NEW 0.0%
Value ($000) $114 Shares 821 Est. Cost $123.07 Unrealized +12.1%
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $113 Shares 2,519 Est. Cost $44.86 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $112 Shares 1,375 Est. Cost $47.48 Unrealized +51.0%
RMAX RE MAX HLDGS INC 0.0%
Value ($000) $111 Shares 3,325 Est. Cost $30.57 Unrealized +7.1%
USRT ISHARES TR 0.0%
Value ($000) $108 Shares 1,850 Est. Cost $43.24 Unrealized
LSTR LANDSTAR SYS INC 0.0%
Value ($000) $107 Shares 675 Est. Cost $112.51 Unrealized
VFQY VANGUARD WELLINGTON FD 0.0%
Value ($000) $107 Shares 900 Est. Cost $63.57 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $103 Shares 1,325 Est. Cost $50.44 Unrealized +45.9%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $102 Shares 297 Est. Cost $291.34 Unrealized
IWY ISHARES TR 0.0%
Value ($000) $101 Shares 672 Est. Cost $97.47 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $97 Shares 1,325 Est. Cost $61.30 Unrealized +2.3%
CLX CLOROX CO DEL 0.0%
Value ($000) $94 Shares 523 Est. Cost $124.55 Unrealized +26.4%
OGE OGE ENERGY CORP 0.0%
Value ($000) $92 Shares 2,738 Est. Cost $43.20 Unrealized -21.9%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $91 Shares 230 Est. Cost $272.37 Unrealized +31.8%
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $89 Shares 1,518 Est. Cost $58.63 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $89 Shares 765 Est. Cost $105.88 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $88 Shares 1,562 Est. Cost $49.01 Unrealized +9.3%
EEM ISHARES TR 0.0%
Value ($000) $88 Shares 1,602 Est. Cost $43.31 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $85 Shares 290 Est. Cost $195.30 Unrealized +34.9%
CVS CVS HEALTH CORP 0.0%
Value ($000) $84 Shares 1,005 Est. Cost $57.74 Unrealized +22.0%
CMA COMERICA INC 0.0%
Value ($000) $84 Shares 1,182 Est. Cost $50.64 Unrealized +17.6%
QCOM QUALCOMM INC 0.0%
Value ($000) $81 Shares 570 Est. Cost $103.37 Unrealized +18.2%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $79 Shares 86 Est. Cost $257.76 Unrealized +8.8%
WDFC WD 40 CO 0.0%
Value ($000) $77 Shares 300 Est. Cost $174.18 Unrealized +35.9%
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $77 Shares 1,351 Est. Cost $54.84 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $77 Shares 1,095 Est. Cost $54.32 Unrealized +15.5%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $76 Shares 742 Est. Cost $78.08 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $75 Shares 535 Est. Cost $85.88 Unrealized +56.8%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $75 Shares 400 Est. Cost $155.87 Unrealized +9.6%
II-VI INC 0.0%
Value ($000) $73 Shares 1,000 Est. Cost $34.00 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $72 Shares 2,970 Est. Cost $28.19 Unrealized
ESGU ISHARES TR 0.0%
Value ($000) $72 Shares 731 Est. Cost $90.29 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $72 Shares 199 Est. Cost $211.12 Unrealized +51.7%
PPL PPL CORP 0.0%
Value ($000) $70 Shares 2,498 Est. Cost $25.91 Unrealized -6.3%
IJJ ISHARES TR 0.0%
Value ($000) $70 Shares 660 Est. Cost $133.50 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $69 Shares 1,859 Est. Cost $37.07 Unrealized -16.9%
GDX VANECK VECTORS ETF TR 0.0%
Value ($000) $68 Shares 2,000 Est. Cost $36.50 Unrealized
BAC BK OF AMERICA CORP 0.0%
Value ($000) $68 Shares 1,640 Est. Cost $28.73 Unrealized +27.3%
MRNA MODERNA INC 0.0%
Value ($000) $68 Shares 288 Est. Cost $76.00 Unrealized +135.1%
NVS NOVARTIS AG 0.0%
Value ($000) $67 Shares 732 Est. Cost $93.43 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $66 Shares 180 Est. Cost $320.15 Unrealized +13.2%
GNTX GENTEX CORP 0.0%
Value ($000) $66 Shares 2,000 Est. Cost $28.16 Unrealized +23.2%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $66 Shares 268 Est. Cost $192.92 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $66 Shares 330 Est. Cost $147.16 Unrealized +19.8%
RUN SUNRUN INC 0.0%
Value ($000) $61 Shares 1,100 Est. Cost $62.08 Unrealized -22.2%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $60 Shares 1,135 Est. Cost $49.50 Unrealized +12.6%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $60 Shares 941 Est. Cost $53.47 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $60 Shares 984 Est. Cost $37.17 Unrealized +50.0%
IWP ISHARES TR 0.0%
Value ($000) $59 Shares 522 Est. Cost $107.52 Unrealized
XJEQX ABERDEEN JAPAN EQUITY FD INC 0.0%
Value ($000) $59 Shares 6,645 Est. Cost $9.48 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $59 Shares 1,100 Est. Cost $45.85 Unrealized +6.9%
CBU COMMUNITY BK SYS INC 0.0%
Value ($000) $59 Shares 780 Est. Cost $55.58 Unrealized +22.4%
CSX CSX CORP 0.0%
Value ($000) $58 Shares 1,800 Est. Cost $27.89 Unrealized +11.0%
CACI CACI INTL INC 0.0%
Value ($000) $57 Shares 225 Est. Cost $232.34 Unrealized +11.0%
GENERAL ELECTRIC CO 0.0%
Value ($000) $56 Shares 4,160 Est. Cost $11.77 Unrealized
INTU INTUIT 0.0%
Value ($000) $56 Shares 115 Est. Cost $373.72 Unrealized +12.8%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $55 Shares 242 Est. Cost $212.44 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $54 Shares 250 Est. Cost $123.01 Unrealized +72.2%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $54 Shares 222 Est. Cost $222.95 Unrealized -0.4%
LOW LOWES COS INC 0.0%
Value ($000) $53 Shares 273 Est. Cost $102.13 Unrealized +75.8%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $53 Shares 91 Est. Cost $294.23 Unrealized +75.2%
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $52 Shares 375 Est. Cost $136.00 Unrealized
NUANCE COMMUNICATIONS INC 0.0%
Value ($000) $52 Shares 950 Est. Cost $17.09 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $50 Shares 1,264 Est. Cost $33.55 Unrealized
KRP KIMBELL RTY PARTNERS LP 0.0%
Value ($000) $49 Shares 3,848 Est. Cost $10.14 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $49 Shares 700 Est. Cost $67.14 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $48 Shares 813 Est. Cost $33.88 Unrealized +67.4%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $48 Shares 250 Est. Cost $120.17 Unrealized +32.1%
SNA SNAP ON INC 0.0%
Value ($000) $47 Shares 210 Est. Cost $136.16 Unrealized +55.9%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $47 Shares 248 Est. Cost $125.00 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $47 Shares 602 Est. Cost $21.62 Unrealized +41.5%
HAL HALLIBURTON CO 0.0%
Value ($000) $47 Shares 2,054 Est. Cost $9.78 Unrealized +108.3%
HSY HERSHEY CO 0.0%
Value ($000) $46 Shares 264 Est. Cost $127.69 Unrealized +18.0%
ESGD ISHARES TR 0.0%
Value ($000) $46 Shares 585 Est. Cost $75.21 Unrealized
MAG SILVER CORP 0.0%
Value ($000) $46 Shares 2,200 Est. Cost $14.09 Unrealized
WIP SPDR SER TR 0.0%
Value ($000) $46 Shares 817 Est. Cost $55.08 Unrealized
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $46 Shares 1,256 Est. Cost $39.01 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $46 Shares 200 Est. Cost $113.90 Unrealized +68.5%
AFG AMERICAN FINL GROUP INC OHIO 0.0%
Value ($000) $45 Shares 363 Est. Cost $76.86 Unrealized 0.0%
IAU ISHARES GOLD TR 0.0%
Value ($000) $44 Shares 1,300 Est. Cost $33.85 Unrealized
EMLC VANECK VECTORS ETF TR 0.0%
Value ($000) $42 Shares 1,347 Est. Cost $34.15 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $42 Shares 352 Est. Cost $72.41 Unrealized +49.4%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $41 Shares 653 Est. Cost $57.45 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $41 Shares 2,074 Est. Cost $19.10 Unrealized +9.7%
XSD SPDR SER TR 0.0%
Value ($000) $41 Shares 212 Est. Cost $169.81 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $40 Shares 553 Est. Cost $64.75 Unrealized +0.7%
KELLOGG CO 0.0%
Value ($000) $39 Shares 600 Est. Cost $48.55 Unrealized +6.2%
O REALTY INCOME CORP 0.0%
Value ($000) $39 Shares 580 Est. Cost $53.80 Unrealized -3.6%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $39 Shares 800 Est. Cost $62.50 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $39 Shares 2,675 Est. Cost $13.59 Unrealized +1.2%
CMS CMS ENERGY CORP 0.0%
Value ($000) $38 Shares 636 Est. Cost $51.97 Unrealized +3.9%
BEEM BEAM GLOBAL 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $12.58 Unrealized +162.0%
BHP BHP GROUP LTD 0.0%
Value ($000) $36 Shares 500 Est. Cost $54.00 Unrealized
DOW DOW INC 0.0%
Value ($000) $36 Shares 573 Est. Cost $33.78 Unrealized +51.2%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $35 Shares 613 Est. Cost $56.77 Unrealized
OPEN OPENDOOR TECHNOLOGIES INC 0.0%
Value ($000) $35 Shares 2,000 Est. Cost $21.67 Unrealized -18.1%
RGEN REPLIGEN CORP 0.0%
Value ($000) $35 Shares 175 Est. Cost $181.94 Unrealized +6.6%
FEZ SPDR INDEX SHS FDS 0.0%
Value ($000) $34 Shares 721 Est. Cost $40.22 Unrealized
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $34 Shares 611 Est. Cost $54.12 Unrealized
ALTG ALTA EQUIPMENT GROUP INC 0.0%
Value ($000) $33 Shares 2,500 Est. Cost $5.75 Unrealized +120.9%
EIX EDISON INTL 0.0%
Value ($000) $33 Shares 570 Est. Cost $53.69 Unrealized -12.1%
BP BP PLC 0.0%
Value ($000) $32 Shares 1,210 Est. Cost $35.36 Unrealized
ACM AECOM 0.0%
Value ($000) $32 Shares 500 Est. Cost $39.85 Unrealized +57.7%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $32 Shares 135 Est. Cost $205.32 Unrealized +5.9%
SLACK TECHNOLOGIES INC 0.0%
Value ($000) $32 Shares 724 Est. Cost $26.67 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $32 Shares 1,000 Est. Cost $30.72 Unrealized -9.6%
MARATHON OIL CORP 0.0%
Value ($000) $32 Shares 2,376 Est. Cost $10.52 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $31 Shares 404 Est. Cost $56.93 Unrealized
RWR SPDR SER TR 0.0%
Value ($000) $31 Shares 300 Est. Cost $101.67 Unrealized
BKF ISHARES INC 0.0%
Value ($000) $31 Shares 566 Est. Cost $45.94 Unrealized
UAA UNDER ARMOUR INC 0.0%
Value ($000) $30 Shares 1,397 Est. Cost $13.47 Unrealized +65.5%
FBIN FORTUNE BRANDS HOME & SEC IN 0.0%
Value ($000) $30 Shares 300 Est. Cost $48.33 Unrealized +68.3%
ZTS ZOETIS INC 0.0%
Value ($000) $30 Shares 163 Est. Cost $120.11 Unrealized +38.6%
OGN ORGANON & CO 0.0%
Value ($000) $30 Shares 979 Est. Cost $26.93 Unrealized 0.0%
LOB LIVE OAK BANCSHARES INC 0.0%
Value ($000) $30 Shares 500 Est. Cost $18.49 Unrealized +239.3%
MEXICO FD INC 0.0%
Value ($000) $30 Shares 2,000 Est. Cost $14.00 Unrealized
XILINX INC 0.0%
Value ($000) $29 Shares 200 Est. Cost $94.15 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $29 Shares 53 Est. Cost $71.80 Unrealized +41.2%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $29 Shares 289 Est. Cost $30.84 Unrealized +49.1%
EXC EXELON CORP 0.0%
Value ($000) $29 Shares 660 Est. Cost $26.16 Unrealized +4.6%
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $29 Shares 597 Est. Cost $43.55 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $28 Shares 176 Est. Cost $136.36 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $28 Shares 695 Est. Cost $24.86 Unrealized +15.2%
GLW CORNING INC 0.0%
Value ($000) $27 Shares 670 Est. Cost $25.27 Unrealized +51.6%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $27 Shares 450 Est. Cost $49.49 Unrealized
PID INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $27 Shares 1,521 Est. Cost $16.44 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $27 Shares 600 Est. Cost $54.99 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $27 Shares 34 Est. Cost $5.18 Unrealized +208.9%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $26 Shares 705 Est. Cost $30.69 Unrealized
FND FLOOR & DECOR HLDGS INC 0.0%
Value ($000) $26 Shares 250 Est. Cost $68.70 Unrealized +51.1%
URI UNITED RENTALS INC 0.0%
Value ($000) $26 Shares 80 Est. Cost $204.61 Unrealized +52.8%
IYF ISHARES TR 0.0%
Value ($000) $25 Shares 310 Est. Cost $101.61 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $25 Shares 105 Est. Cost $219.05 Unrealized
TWITTER INC 0.0%
Value ($000) $25 Shares 360 Est. Cost $32.21 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $25 Shares 184 Est. Cost $110.71 Unrealized +1.5%
ARRIVAL GROUP 0.0%
Value ($000) $24 Shares 1,500 Est. Cost $16.00 Unrealized
JBL JABIL INC 0.0%
Value ($000) $24 Shares 410 Est. Cost $37.26 Unrealized +45.3%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $24 Shares 557 Est. Cost $48.80 Unrealized -7.7%
CI CIGNA CORP NEW 0.0%
Value ($000) $23 Shares 99 Est. Cost $170.55 Unrealized +34.7%
TMUS T-MOBILE US INC 0.0%
Value ($000) $23 Shares 156 Est. Cost $76.01 Unrealized +75.3%
KOREA FD INC 0.0%
Value ($000) $23 Shares 500 Est. Cost $44.00 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $23 Shares 290 Est. Cost $68.97 Unrealized
ZS ZSCALER INC 0.0%
Value ($000) $22 Shares 100 Est. Cost $159.02 Unrealized +19.6%
SPSM SPDR SER TR 0.0%
Value ($000) $22 Shares 500 Est. Cost $36.00 Unrealized
BLACKROCK INC 0.0%
Value ($000) $22 Shares 25 Est. Cost $536.00 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $21 Shares 221 Est. Cost $65.72 Unrealized +23.0%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $21 Shares 146 Est. Cost $120.35 Unrealized +10.8%
XHE SPDR SER TR 0.0%
Value ($000) $21 Shares 160 Est. Cost $112.50 Unrealized
MCHI ISHARES TR 0.0%
Value ($000) $21 Shares 250 Est. Cost $64.00 Unrealized
JACOBS ENGR GROUP INC 0.0%
Value ($000) $21 Shares 160 Est. Cost $83.83 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $19 Shares 1,302 Est. Cost $13.33 Unrealized -11.0%
SMG SCOTTS MIRACLE-GRO CO 0.0%
Value ($000) $19 Shares 98 Est. Cost $188.67 Unrealized -2.3%
MITK MITEK SYS INC 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $13.83 Unrealized +21.6%
ESGE ISHARES INC 0.0%
Value ($000) $19 Shares 424 Est. Cost $42.45 Unrealized
CEVA CEVA INC 0.0%
Value ($000) $19 Shares 400 Est. Cost $59.48 Unrealized -17.1%
CCL CARNIVAL CORP 0.0%
Value ($000) $19 Shares 709 Est. Cost $23.59 Unrealized +18.7%
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $10.00 Unrealized
JNK SPDR SER TR 0.0%
Value ($000) $18 Shares 160 Est. Cost $104.33 Unrealized
WESTROCK CO 0.0%
Value ($000) $18 Shares 345 Est. Cost $34.78 Unrealized
FLAGSTAR BANCORP INC 0.0%
Value ($000) $18 Shares 428 Est. Cost $37.38 Unrealized
FNB F N B CORP 0.0%
Value ($000) $17 Shares 1,385 Est. Cost $9.60 Unrealized +14.4%
MGK VANGUARD WORLD FD 0.0%
Value ($000) $17 Shares 73 Est. Cost $205.48 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $17 Shares 165 Est. Cost $90.91 Unrealized
SUPERIOR INDS INTL INC 0.0%
Value ($000) $17 Shares 2,000 Est. Cost $3.50 Unrealized
PINS PINTEREST INC 0.0%
Value ($000) $16 Shares 200 Est. Cost $74.38 Unrealized -6.3%
RNG RINGCENTRAL INC 0.0%
Value ($000) $16 Shares 55 Est. Cost $367.69 Unrealized -22.4%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $16 Shares 87 Est. Cost $160.92 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $16 Shares 356 Est. Cost $44.70 Unrealized -10.6%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $15 Shares 54 Est. Cost $233.26 Unrealized +12.7%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $15 Shares 88 Est. Cost $185.50 Unrealized -12.7%
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $15 Shares 150 Est. Cost $48.82 Unrealized +56.2%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $15 Shares 250 Est. Cost $50.36 Unrealized +17.8%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $15 Shares 394 Est. Cost $28.18 Unrealized +18.8%
PBW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $15 Shares 160 Est. Cost $31.25 Unrealized
STLA STELLANTIS N.V 0.0%
Value ($000) $14 Shares 700 Est. Cost $17.14 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $14 Shares 320 Est. Cost $24.92 Unrealized +76.2%
IBB ISHARES TR 0.0%
Value ($000) $14 Shares 83 Est. Cost $156.63 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $14 Shares 129 Est. Cost $100.78 Unrealized
NUVEEN CR STRATEGIES INCOME 0.0%
Value ($000) $14 Shares 2,000 Est. Cost $5.50 Unrealized
PLPC PREFORMED LINE PRODS CO 0.0%
Value ($000) $14 Shares 185 Est. Cost $62.29 Unrealized +15.6%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $14 Shares 46 Est. Cost $177.66 Unrealized +63.8%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $14 Shares 115 Est. Cost $113.04 Unrealized
KRE SPDR SER TR 0.0%
Value ($000) $14 Shares 210 Est. Cost $52.38 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $14 Shares 305 Est. Cost $42.62 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $14 Shares 150 Est. Cost $66.93 Unrealized +30.3%
CZWI CITIZENS CMNTY BANCORP INC M 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $10.15 Unrealized +20.7%
IWS ISHARES TR 0.0%
Value ($000) $13 Shares 116 Est. Cost $112.07 Unrealized
XPO XPO LOGISTICS INC 0.0%
Value ($000) $13 Shares 95 Est. Cost $36.23 Unrealized +34.8%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $13 Shares 400 Est. Cost $36.00 Unrealized -29.8%
MAN MANPOWERGROUP INC WIS 0.0%
Value ($000) $12 Shares 100 Est. Cost $82.21 Unrealized +43.6%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $12 Shares 690 Est. Cost $19.03 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $12 Shares 108 Est. Cost $72.14 Unrealized +40.9%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $11 Shares 30 Est. Cost $333.72 Unrealized -1.3%
MAS MASCO CORP 0.0%
Value ($000) $11 Shares 180 Est. Cost $41.05 Unrealized +37.8%
WELL WELLTOWER INC 0.0%
Value ($000) $11 Shares 133 Est. Cost $71.12 Unrealized -4.5%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $11 Shares 1,100 Est. Cost $10.00 Unrealized
LORDSTOWN MOTORS CORP 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $20.00 Unrealized
SPIRIT AIRLS INC 0.0%
Value ($000) $11 Shares 350 Est. Cost $25.71 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $11 Shares 75 Est. Cost $133.33 Unrealized
NET CLOUDFLARE INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $65.56 Unrealized +26.3%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $11 Shares 45 Est. Cost $259.62 Unrealized 0.0%
CRNC CERENCE INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $74.56 Unrealized +32.0%
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $11 Shares 123 Est. Cost $53.61 Unrealized
AXGN AXOGEN INC 0.0%
Value ($000) $11 Shares 500 Est. Cost $14.78 Unrealized +36.8%
HXL HEXCEL CORP NEW 0.0%
Value ($000) $10 Shares 160 Est. Cost $40.34 Unrealized +42.9%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $10 Shares 37 Est. Cost $311.72 Unrealized -18.6%
BFH ALLIANCE DATA SYSTEMS CORP 0.0%
Value ($000) $10 Shares 100 Est. Cost $65.89 Unrealized +26.3%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $10 Shares 17 Est. Cost $552.79 Unrealized +7.1%
IJK ISHARES TR 0.0%
Value ($000) $10 Shares 128 Est. Cost $78.13 Unrealized
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $10 Shares 163 Est. Cost $43.69 Unrealized +18.7%
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $10 Shares 200 Est. Cost $40.82 Unrealized +27.1%
SPIB SPDR SER TR 0.0%
Value ($000) $10 Shares 259 Est. Cost $34.75 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $10 Shares 76 Est. Cost $106.50 Unrealized -9.6%
PHYSICIANS RLTY TR 0.0%
Value ($000) $10 Shares 540 Est. Cost $18.52 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $10 Shares 400 Est. Cost $24.50 Unrealized -22.1%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $10 Shares 108 Est. Cost $29.37 Unrealized +59.7%
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.0%
Value ($000) $9 Shares 187 Est. Cost $34.46 Unrealized +31.6%
FLRN SPDR SER TR 0.0%
Value ($000) $9 Shares 292 Est. Cost $30.82 Unrealized
NI NISOURCE INC 0.0%
Value ($000) $9 Shares 352 Est. Cost $19.14 Unrealized +13.9%
KANSAS CITY SOUTHERN 0.0%
Value ($000) $9 Shares 33 Est. Cost $149.60 Unrealized
MBWM MERCANTILE BK CORP 0.0%
Value ($000) $9 Shares 283 Est. Cost $27.83 Unrealized -3.5%
PEJ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $9 Shares 167 Est. Cost $47.90 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $9 Shares 97 Est. Cost $61.86 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $9 Shares 23 Est. Cost $187.49 Unrealized +70.4%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $9 Shares 60 Est. Cost $96.52 Unrealized +43.4%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $9 Shares 57 Est. Cost $129.03 Unrealized
CANOPY GROWTH CORP 0.0%
Value ($000) $9 Shares 357 Est. Cost $30.81 Unrealized
CNC CENTENE CORP DEL 0.0%
Value ($000) $8 Shares 106 Est. Cost $54.25 Unrealized +26.3%
SCI SERVICE CORP INTL 0.0%
Value ($000) $8 Shares 149 Est. Cost $45.11 Unrealized +17.7%
LI LI AUTO INC 0.0%
Value ($000) $8 Shares 225 Est. Cost $26.67 Unrealized
WESTERN ASSET HIGH INCOME OP 0.0%
Value ($000) $8 Shares 1,500 Est. Cost $4.40 Unrealized
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $8 Shares 221 Est. Cost $23.11 Unrealized +32.1%
BLD TOPBUILD CORP 0.0%
Value ($000) $8 Shares 39 Est. Cost $104.04 Unrealized +99.1%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $8 Shares 53 Est. Cost $108.00 Unrealized +31.5%
ALV AUTOLIV INC 0.0%
Value ($000) $8 Shares 82 Est. Cost $71.21 Unrealized +25.0%
ENVESTNET INC 0.0%
Value ($000) $8 Shares 110 Est. Cost $69.86 Unrealized
ABBNY ABB LTD 0.0%
Value ($000) $8 Shares 238 Est. Cost $29.41 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $7 Shares 114 Est. Cost $46.85 Unrealized +0.7%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $7 Shares 38 Est. Cost $141.13 Unrealized +4.6%
FV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $7 Shares 147 Est. Cost $34.01 Unrealized
ALLEGHANY CORP MD 0.0%
Value ($000) $7 Shares 10 Est. Cost $733.56 Unrealized
DRAFTKINGS INC 0.0%
Value ($000) $7 Shares 140 Est. Cost $56.12 Unrealized
IWV ISHARES TR 0.0%
Value ($000) $7 Shares 26 Est. Cost $192.31 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $7 Shares 35 Est. Cost $117.88 Unrealized +27.3%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $7 Shares 38 Est. Cost $145.77 Unrealized +18.1%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $7 Shares 17 Est. Cost $98.68 Unrealized +237.5%
YUM YUM BRANDS INC 0.0%
Value ($000) $7 Shares 64 Est. Cost $83.88 Unrealized +28.9%
XPEV XPENG INC 0.0%
Value ($000) $7 Shares 150 Est. Cost $40.00 Unrealized
NIO NIO INC 0.0%
Value ($000) $7 Shares 130 Est. Cost $46.15 Unrealized
TEMPLETON EMERGING MKTS FD 0.0%
Value ($000) $7 Shares 370 Est. Cost $16.49 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $6 Shares 41 Est. Cost $119.29 Unrealized +18.5%
23ANDME HOLDING CO 0.0%
Value ($000) $6 Shares 500 Est. Cost $12.00 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $6 Shares 10 Est. Cost $26.83 Unrealized +33.7%
OKE ONEOK INC NEW 0.0%
Value ($000) $6 Shares 100 Est. Cost $34.52 Unrealized +19.6%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $6 Shares 100 Est. Cost $43.18 Unrealized +25.2%
VTR VENTAS INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $43.25 Unrealized +9.7%
CREE INC 0.0%
Value ($000) $5 Shares 52 Est. Cost $45.20 Unrealized
GILT GILAT SATELLITE NETWORKS LTD 0.0%
Value ($000) $5 Shares 500 Est. Cost $12.24 Unrealized -18.6%
DE DEERE & CO 0.0%
Value ($000) $5 Shares 15 Est. Cost $307.48 Unrealized +11.5%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $5 Shares 105 Est. Cost $41.86 Unrealized +6.2%
BETZ LISTED FD TR 0.0%
Value ($000) $5 Shares 175 Est. Cost $28.57 Unrealized
LRGE LEGG MASON ETF INVT TR 0.0%
Value ($000) $5 Shares 85 Est. Cost $47.06 Unrealized
TITAN MED INC 0.0%
Value ($000) $5 Shares 2,886 Est. Cost $1.73 Unrealized
BBJP J P MORGAN EXCHANGE-TRADED F 0.0%
Value ($000) $5 Shares 83 Est. Cost $60.24 Unrealized
BBEU J P MORGAN EXCHANGE-TRADED F 0.0%
Value ($000) $5 Shares 84 Est. Cost $59.52 Unrealized
SNY SANOFI 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.50 Unrealized
ESML ISHARES TR 0.0%
Value ($000) $5 Shares 118 Est. Cost $42.37 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 25 Est. Cost $170.78 Unrealized +14.5%
IWC ISHARES TR 0.0%
Value ($000) $4 Shares 24 Est. Cost $166.67 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $4 Shares 104 Est. Cost $22.63 Unrealized +49.5%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $4 Shares 20 Est. Cost $26.36 Unrealized +28.7%
GLD SPDR GOLD TR 0.0%
Value ($000) $4 Shares 25 Est. Cost $160.00 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $4 Shares 34 Est. Cost $87.59 Unrealized +30.0%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $4 Shares 36 Est. Cost $67.70 Unrealized +20.8%
URA GLOBAL X FDS 0.0%
Value ($000) $4 Shares 200 Est. Cost $10.00 Unrealized
EATON VANCE MUNI INCOME TRUS 0.0%
Value ($000) $4 Shares 315 Est. Cost $12.70 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $4 Shares 118 Est. Cost $33.90 Unrealized
DDOG DATADOG INC 0.0%
Value ($000) $3 Shares 29 Est. Cost $35.97 Unrealized +151.1%
ATHERSYS INC NEW 0.0%
Value ($000) $3 Shares 1,742 Est. Cost $1.15 Unrealized
FMC FMC CORP 0.0%
Value ($000) $3 Shares 32 Est. Cost $94.77 Unrealized +4.9%
KODK EASTMAN KODAK CO 0.0%
Value ($000) $3 Shares 350 Est. Cost $8.55 Unrealized -8.3%
EDIT EDITAS MEDICINE INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $56.97 Unrealized -35.2%
CRESTWOOD EQUITY PARTNERS LP 0.0%
Value ($000) $3 Shares 87 Est. Cost $34.48 Unrealized
DISCOVERY INC 0.0%
Value ($000) $3 Shares 120 Est. Cost $33.33 Unrealized
BHC BAUSCH HEALTH COS INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $29.33 Unrealized +3.3%
AI C3 AI INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $116.30 Unrealized -46.6%
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 64 Est. Cost $46.88 Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $3 Shares 71 Est. Cost $49.65 Unrealized
IEV ISHARES TR 0.0%
Value ($000) $3 Shares 50 Est. Cost $40.00 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $3 Shares 80 Est. Cost $62.50 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $3 Shares 15 Est. Cost $173.22 Unrealized 0.0%
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $3 Shares 20 Est. Cost $109.04 Unrealized +38.2%
SYY SYSCO CORP 0.0%
Value ($000) $3 Shares 36 Est. Cost $68.51 Unrealized +4.1%
TDC TERADATA CORP DEL 0.0%
Value ($000) $3 Shares 64 Est. Cost $27.81 Unrealized +63.6%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $2 Shares 35 Est. Cost $50.00 Unrealized
SOHU SOHU COM LTD 0.0%
Value ($000) $2 Shares 100 Est. Cost $10.00 Unrealized
SITE CTRS CORP 0.0%
Value ($000) $2 Shares 125 Est. Cost $16.00 Unrealized
LITHIUM AMERS CORP NEW 0.0%
Value ($000) $2 Shares 152 Est. Cost $13.16 Unrealized
ADNT ADIENT PLC 0.0%
Value ($000) $2 Shares 50 Est. Cost $22.18 Unrealized +110.9%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $2 Shares 10 Est. Cost $151.00 Unrealized -19.5%
BBAX J P MORGAN EXCHANGE-TRADED F 0.0%
Value ($000) $2 Shares 28 Est. Cost $71.43 Unrealized
WAB WABTEC 0.0%
Value ($000) $2 Shares 20 Est. Cost $71.36 Unrealized +10.8%
ZYNGA INC 0.0%
Value ($000) $2 Shares 190 Est. Cost $10.53 Unrealized
MAT MATTEL INC 0.0%
Value ($000) $2 Shares 97 Est. Cost $11.86 Unrealized +74.1%
BBCA J P MORGAN EXCHANGE-TRADED F 0.0%
Value ($000) $2 Shares 28 Est. Cost $71.43 Unrealized
PCG PG&E CORP 0.0%
Value ($000) $2 Shares 200 Est. Cost $8.47 Unrealized +25.2%
LBRDA LIBERTY BROADBAND CORP 0.0%
Value ($000) $2 Shares 10 Est. Cost $108.52 Unrealized +35.0%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $266.89 Unrealized -12.8%
DISCOVER FINL SVCS 0.0%
Value ($000) $2 Shares 18 Est. Cost $89.74 Unrealized
FLGT FULGENT GENETICS INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $103.23 Unrealized -22.7%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $2 Shares 10 Est. Cost $184.45 Unrealized +6.0%
VELODYNE LIDAR INC 0.0%
Value ($000) $2 Shares 175 Est. Cost $22.86 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $185.28 Unrealized -15.3%
AURORA CANNABIS INC 0.0%
Value ($000) $2 Shares 208 Est. Cost $14.42 Unrealized
SHY ISHARES TR 0.0%
Value ($000) $2 Shares 19 Est. Cost $105.26 Unrealized
ADMA ADMA BIOLOGICS INC 0.0%
Value ($000) $1 Shares 380 Est. Cost $1.76 Unrealized 0.0%
FOXA FOX CORP 0.0%
Value ($000) $1 Shares 36 Est. Cost $25.10 Unrealized +40.9%
GREENSKY INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.00 Unrealized
HEAT BIOLOGICS INC 0.0%
Value ($000) $1 Shares 108 Est. Cost $9.26 Unrealized
EPC EDGEWELL PERS CARE CO 0.0%
Value ($000) $1 Shares 32 Est. Cost $29.43 Unrealized +32.7%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $29.67 Unrealized +76.1%
ETF MANAGERS TR 0.0%
Value ($000) $1 Shares 56 Est. Cost $17.86 Unrealized
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $1 Shares 27 Est. Cost $31.87 Unrealized +12.0%
DISCOVERY INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $19.35 Unrealized
PING IDENTITY HLDG CORP 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $1 Shares 7 Est. Cost $87.36 Unrealized -19.2%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $1 Shares 50 Est. Cost Unrealized
XTN SPDR SER TR 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
SPH SUBURBAN PROPANE PARTNERS L 0.0%
Value ($000) $1 Shares 43 Est. Cost $23.26 Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
MNKD MANNKIND CORP 0.0%
Value ($000) $1 Shares 174 Est. Cost $1.28 Unrealized +238.6%
TRI CONTL CORP 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $1 Shares 190 Est. Cost $5.26 Unrealized
NAT NORDIC AMERICAN TANKERS LIMI 0.0%
Value ($000) $1 Shares 250 Est. Cost $4.74 Unrealized -28.6%
ALC ALCON AG 0.0%
Value ($000) $1 Shares 20 Est. Cost $56.56 Unrealized +24.3%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $1 Shares 130 Est. Cost $5.15 Unrealized -26.4%
CODE CHAIN NEW CONTINENT LTD 0.0%
Value ($000) $1 Shares 570 Est. Cost $1.75 Unrealized
MY SIZE INC 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
NAVBQ NAVIDEA BIOPHARMACEUTICALS I 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
RETAIL VALUE INC 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
SAR SARATOGA INVT CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $25.60 Unrealized 0.0%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
SAP SAP SE 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
SECOND SIGHT MED PRODS INC 0.0%
Value ($000) $0 Shares 38 Est. Cost Unrealized
XPRESSPA GROUP INC 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
TSPH TUSIMPLE HLDGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
VC VISTEON CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $88.64 Unrealized +34.9%
DOCUMENT SEC SYS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
ASENSUS SURGICAL INC 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
TOP SHIPS INC 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
CHECK CAP LTD 0.0%
Value ($000) $0 Shares 32 Est. Cost Unrealized